Searching...
11 results for “business focus”
Concept5 mentions across episodes
focus
...we focus on interest coverage. Because at the end of the day, companies can remain insolvent for a long time, but my first boss on Wall Street used to say nothing so focuses the mind like a coupon payment. And that is very true. When you have to make
5:55 / 7:03
from transcript5:55 – 7:03
...on interest coverage. Because at the end of the day, companies can remain insolvent for a long time, but my first boss on Wall Street used to say nothing so focuses the mind like a coupon payment. And that is very true. When you have to make that con
6:45 / 7:47
from transcript6:45 – 7:47
Today, when we think of the challenges, I think you're gonna find many of the people that were the head human resource manager eventually goes to become CEOs. And can you attract the best in prizes? Can you retain those people? Do they believe in you
39:40 / 40:48
from transcript39:40 – 40:48
and they care very much about how corporate law operates. But, and this is where some of the tension is today, if corporate boards are unhappy with their decisions over and over and over again, then Delaware may lose incorporations to other states. H
12:43 / 13:44
from transcript12:43 – 13:44
I think it's true because if you know more about a market, the range of expected outcomes is far more narrow, which means your certainty in making a bet is better. The result of that should be you you should be willing to pay a higher price. The more
21:57 / 23:37
from transcript21:57 – 23:37
That really also boosted companies incorporating in Delaware after that. By now, every state has adopted a similar thing. But at the time, that was done essentially because they knew that they had just scared the bejesus out of boards. Another issue
20:06 / 21:17
from transcript20:06 – 21:17
...quality of the businesses. There are lots of great companies there. The issue was that there was not a shareholder oriented corporate governance system. We talked about the diseases of abundance. Great companies have lots of opportunities to say yes.
50:13 / 51:17
from transcript50:13 – 51:17
reflected that because we were very concentrated in, guess what, private equity. The asset class that could never go down just went down a lot, especially if we had tech oriented investments. So in our minds, we were embracing diversification as a so
5:51 / 7:01
from transcript5:51 – 7:01
...business, you can have higher capital structure. And part of the efforts and the work that I did that, say, went from my thesis in graduate school was understanding that you could manage the capital structure of a company the same way you can manage
38:57 / 40:01
from transcript38:57 – 40:01
...that the business went away. It's just that it evolved. And if you didn't find a way to evolve with it, your company was gonna get left behind. I'm really interested in this idea of this sort of, like, spread of Reaganism and this, like, comfort with
24:37 / 25:59
from transcript24:37 – 25:59
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.